Fractal Investments’s Hess Midstream HESM Stock Holding History

Fractal Investments’s Portfolio HESM Stock Details HESM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$46.1M	Hold	1,185,220	–	–	5.45%	7
2025 Q4	$40.9M	Hold	1,185,220	–	–	5.71%	7
2025 Q3	$40.9M	Buy	1,185,220 +893,973	+307%	+$35.5M	5.91%	6
2025 Q2	$11.2M	Buy	291,247 +56,000	+24%	+$2.13M	1.6%	14
2025 Q1	$9.95M	Hold	235,247	–	–	1.38%	15
2024 Q4	$8.71M	Hold	235,247	–	–	1.33%	17
2024 Q3	$8.3M	Hold	235,247	–	–	1.4%	15
2024 Q2	$8.57M	Hold	235,247	–	–	1.49%	15
2024 Q1	$8.5M	Hold	235,247	–	–	1.54%	15
2023 Q4	$7.44M	Buy	235,247 +185,800	+376%	+$5.69M	1.53%	16
2023 Q3	$1.44M	Hold	49,447	–	–	0.3%	26
2023 Q2	$1.52M	Hold	49,447	–	–	0.34%	26
2023 Q1	$1.43M	Hold	49,447	–	–	0.33%	28
2022 Q4	$1.48M	Hold	49,447	–	–	0.35%	28
2022 Q3	$1.26M	Buy	49,447 +9,000	+22%	+$257K	0.33%	29
2022 Q2	$1.13M	Buy	40,447 +3,300	+9%	+$102K	0.37%	28
2022 Q1	$1.11M	Hold	37,147	–	–	0.33%	28
2021 Q4	$1.03M	Buy	+37,147	New	+$963K	0.35%	31

Other funds holding HESM

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return